At BDM&O Financial Group, we manage more than money. We offer solutions to our client's overall financial situation. Working closely with our client's tax and legal advisors, we provide a comprehensive suite of services including investment management, financial planning, insurance and estate consulting. Did you ever wish you could get all your trusted advisors together in one room so a coordinated approach could be taken to solve those complex issues? This is what sets us apart from other financial advisors. We understand the benefit of coordinated and efficiently provided advice.
We pride ourselves in our solitary focus on what is in our client's best interest. BDM&O Financial Group utilizes a structure that allows us to deliver the services our clients need in a manner that they find comfortable. This means we listen to our clients and develop a strategy that will meet their needs using flexible pricing structures as well as a full spectrum of delivery channels ranging from client directed discounted trade execution to financial consultant managed portfolios to the hiring of outside managers,
BDM&O Financial has the solution that is tailored to your lifestyle and financial situation. We are conveniently located nine miles north of downtown Pittsburgh at Exit 8 of Interstate 279. For more information on how BDM&O Financial can help you meet your financial goals, please contact us to set up an appointment.
This website is for informational purposes only and does not constitute a complete description of investment services or performance. This web site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where the individuals of BDM&O and its broker/dealer are properly registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web site should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any linked web site.
Pershing provides execution, clearing and custody services for BDM&O Financial Group. Pershing is a world leader in providing correspondent financial services with over sixty years experience as a securities firm.